Easing financial conditions in October contributed to data re-acceleration, says Cameron Dawson. She discusses what recent inflation data means for the Fed, and previews the FOMC minutes that will be released today at 2pm ET. She notes that better data today simply pushes out the timing of an eventual landing. She also talks about how the yield curve is not signaling an "imminent" recession. She then goes over how she does not expect price to sales to return to pandemic bubble levels, and winners from here will be determined by profitability and strong balance sheets. Tune in to find out more about the stock market today.